# Board Of Trustees Of Catastrophe Major M Health & Welfare Plan
Source: https://planprovider.pro/companies/board-of-trustees-of-catastrophe-major-m-477358956-501

> Board Of Trustees Of Catastrophe Major M's Health & Welfare plan: 20,575 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Board Of Trustees Of Catastrophe Major M

- **Sponsor EIN:** 477358956

- **Sponsor Address:** 800 TROY-SCHENECTADY ROAD, LATHAM, NY, 121102455

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 20,575

- **Total Assets:** $212.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|20,575|$212.1M|$0|$37.4M|

| 2023|21,684|$184.9M|$0|$37.3M|

| 2022|20,651|$159.5M|$0|$38.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| HEALTHSMART BENEFIT SOLUTIONS|Other Service Provider|$2,681,584|—|$2,681,584|

| AMBA ADMINISTRATORS INC.|Other Service Provider|$2,600,699|—|$2,600,699|

| NYSUT MEMBER BENEFITS TRUST|Other Service Provider|$1,101,395|—|$1,101,395|

| STACEY BRAUN ASSOCIATES, INC|Other Service Provider|$660,297|—|$660,297|

| WEAVER AND TIDWELL, LLP|Auditor|$47,411|—|$47,411|

| THE SEGAL COMPANY (EASTERN STATES)|Other Service Provider|$41,929|—|$41,929|

| SEGAL MARCO ADVISORS|Other Service Provider|$35,000|—|$35,000|

| MEYER, SUOZZI, ENGLISH & KLEIN P.C.|Other Service Provider|$26,628|—|$26,628|

| PJ GREEN INC.|Other Service Provider|$8,708|—|$8,708|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $7,203,651

- **Estimated Expense Ratio:** 3.396% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$6,552,344|$764,797|$5,222,259|$37,411|—|

| 2023|$6,848,098|$567,059|$5,361,340|$64,176|—|

| 2022|$7,153,054|$501,999|$5,995,823|—|$238,096|

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